eprocurement and purchasing module review update university … · 2016-09-20 · procurement...

University System of Georgiasummitgeorgia

eProcurement and Purchasing Module Review Update

Teresa Page, GeorgiaFIRST

University System of Georgiasummitgeorgia

Agenda

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• What is a Module Enhancement Review?• Change Management Process• Agenda Items for MER session• Enhancements delivered at v9.2 Upgrade• Enhancements delivered since v9.2 Upgrade• Enhancements available for implementation• Results of ePro & Purchasing Module

Enhancement Review Session• What’s Next?

University System of Georgiasummitgeorgia

What is a Module Enhancement Review?

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• An opportunity to meet with Institution process experts to introduce and discuss area of/for enhancements within each module of the application.• Oracle delivered functionality• Desired enhancements (ways to make the system work

better for all)

• These sessions focus on three main areas:• Introduce new functionality that is currently available for

use• Introduce unimplemented functionality that may be of

interest to our customers• Configuration options

University System of Georgiasummitgeorgia

What is a Module Enhancement Review?

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• An opportunity for Institutional process expertsto:• Discuss and provide feedback• Assist in prioritization for implementation of

enhancements

• Resulting end deliverables consist of:• Implementation complexity score of each

enhancement• Priority for Implementation• Roadmap and implementation plan

University System of Georgiasummitgeorgia

Change Management Process

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• Depending on the implementation complexity (High, Medium, Low), USO Leader Team and/or USG Advisory Team approval required.

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University System of Georgiasummitgeorgia

Change Management Process

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University System of Georgiasummitgeorgia

Change Management Process

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University System of Georgiasummitgeorgia

Change Management Process

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Module Enhancement ReviewAgenda Items

University System of Georgiasummitgeorgia

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Module Enhancement ReviewAgenda Items

• What’s going right? What’s going wrong?

• Production Support Update

• Enhancements:• Delivered at v9.2 Upgrade

• Delivered since v 9.2 Upgrade

• Available for implementation now

• Demo/Discussion of enhancements

• Prioritization of available enhancements

University System of Georgiasummitgeorgia

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Enhancements

University System of Georgiasummitgeorgia

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Enhancements Delivered at Upgrade

eProcurement

• New Requisition entry layout

• Amount Only option added to requisition line

• Speedchart now delivered on Mass Change page

• Pre-Encumbrance balance can be viewed on Requisition

• Copy Requisition functionality now available

• Reopen Requisition functionality enhanced

University System of Georgiasummitgeorgia

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Enhancements Delivered at Upgrade

Purchase Orders

• PO Approval Workflow Asset Approval workflow

Budget Reference Approval workflow

Buyer Approval workflow

• Search Lines functionality enhanced

• View Encumbrance Balance from maintain POs page

• View Printable Version of PO – option to view ChartFieldinformation

• Reopen PO functionality enhanced

• Buyer Mass Change

University System of Georgiasummitgeorgia

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Enhancements Delivered Since Upgrade

• eProcurement

Floating Cart

Ship Via & Freight Terms now editable fields

• Purchasing

Approval tab – Buyer’s and Requester’s Workbench

Document Status layout change (similar to Manage Requisitions Lifecycle)

Buyer WorkCenter

University System of Georgiasummitgeorgia

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Enhancements Available for Implementation

Module Enhancement Review

TopicImplementation Complexity Score

Prioritization Score

Pre-Check Budget High

Procurement Contracts High

Contract / Sourcing WorkCenter Med

Procurement Cards High

Supplier 360 Med

Supplier Onboarding High

Supplier Administration Center (WorkCenter) Med

FLUID / Mobile functionality High

Electronic Signature - PO Med

Training & Documentation High

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Results from

ePro &Purchasing

Module Enhancement Review session

University System of Georgiasummitgeorgia

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Where we are today

• ePro and Purchasing module session conducted April, 2016.

• 24 GeorgiaFIRST Institutions attended

• UGA & Augusta University also in attendance (non-voting)

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Results of ePro & Purchasing Session

• Prioritization sheet of available enhancements collected from each Institution

• Top 3 enhancements identified:• Procurement Contracts / Contract & Sourcing

Workbench (High)

• Supplier 360 (Medium)

• Electronic Signature on Purchase Order (Medium)

• Remaining enhancements will remain on Prioritization sheet, for future review

University System of Georgiasummitgeorgia

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Results of ePro & Purchasing Session

• Follow up communication to all attendees

• Roadmap & Implementation Plan

• Request for additional information/feedback

• Development & System Testing of selected enhancements begin

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• Fall 2016 (Annual Release): Supplier 360

• Spring/Summer 2017:

• Procurement Contracts/Sourcing Workbench

• Electronic Signature on PO

Results of ePro & Purchasing Session

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• Procurement Contract team • Volunteers to help guide the implementation of

Procurement Contract functionality

• Module Enhancement Review Sessions annually

• ITS review of Oracle Images as they are available

What’s Next?

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• Rel 5.20 – November 2016

• Images 14 – 19: Bug Fixes and New Features

• Resolved Known Issues:

• KI9.2-39_PO – Cancelling PO with Budget Error Does Not Change Budget Status to Valid

• KI9.2-38_PO – Approved POs Reverting to Pending Approval after Adding Comments

• KI9.2-23_PO&ePro – Closed PO and Requisition Lines Remain on Buyer’s or Requester’s Workbench

What’s Next?

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• New Features

• Fluid

• Procurement Contracts – Contract Process Options

• PO Distribution Worksheet

What’s Next?

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